Questions tagged [mail-merge]

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Formula field in word template mail merge

I'm trying to include a formula field in my word template to do mail-merging but my formula field does not appear. Other custom fields shows properly but not my formula fields. Any help?? Thanks in ...
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1answer
15 views

How can I remove permission for Extended Mail Merge from a profile?

I checked the below Salesforce Help Link for setup of Extended Mail Merge:- https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_productivity_ex_mail_merge_setup.htm But I ...
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1answer
358 views

Merge field not populating

This is my code to send an email in apex. I have created a text Email Template where i need to use first name from contact. How ever the {!Contact.firstname} field is not populating.When i press "send ...
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0answers
154 views

API to render word document with Merge fields

I was trying to render the word documents attached to the Mail Merge Templates with Merge fields in the code(Apex class). I was hoping Salesforce would be having some API similar to Messaging....
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1answer
759 views

Why does Messaging.renderEmailTemplate() return a “Field Custom_Field__c does not exist” even when the field does exists?

When running the code below anonymously I get a (paraphrased) error: "Field Custom_Field__c does not exist" Code: Id bankId = 'a1e630000000oOG'; Id contactId = '00363000009GnPE'; //verify field ...
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1answer
224 views

Restrict users to access mail merge template

How can I restrict users to access mail merge templates? When users are taken to the mail merge page, I only want to give access to particular templates for that particular user.
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0answers
251 views

Custom Mail Merge Button to skip Page with Generate button

I am trying to create a custom mail merge button that skils the Generate page. I started out with this URL in a dev environment using the below for formula : IF(CONTAINS($Profile.Name,"Business ...
2
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1answer
107 views

How to dynamically add image in email merge template?

I was trying to add image in the mail merge template I follow this link to add image in the doc page here. But when I select the mail merge template which I was created it show success message, but ...
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1answer
2k views

Export data to a word template

Is there a way I can export to a word document? I have a fair amount of government (difficult to change) forms that are auto-filled out by a legacy system. It's high value to the users to be able to ...
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0answers
486 views

How to include fields of related object in Mail Merge template?

I am creating a mail merge template on opportunity. On Opportunity, we have a custom Account lookup field named Supplier Name (API name is SupplierName__c). I want to include this Account fields like ...
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1answer
187 views

Need help with Visual Force and a Mail Merge Word Document

Just upgraded to Office 365 and unfortunately Salesforce native MailMerge functionality is not supported. We are an operation of 3 users on a Professional Edition. So most Apps are needing Enterprise ...
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1answer
633 views

Mass Mail Merge of Custom Objects

With Extended Mail Merge enabled, mail merges have become a large part of my organizations workflow. Mass Mail Merge makes everything better, as its just less clicks and more happiness. Right now, out ...
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2answers
3k views

Mail Merge: how to create a template in Word?

I'm new to Salesforce and my company did not give much training on Salesforce. I would like to know how to create a template in Word and add fields from Salesforce to merge together. I researched ...
3
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1answer
757 views

Mail Merge IF Statement works but I have to manually “Update the Merge Field”

I run my mail merge and the output in the Word Document appears to be blank. I right click where the output should be and select Update Field. I can then see the result so the IF Statement is working ...
2
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1answer
94 views

How to export Oppty + related Activity Data as PDF?

The Extended Mail Merge feature allows Admins to create a Mail Merge template with numerous fields, which users can use to export data in PDF format when they go on the "Activity History" section on ...
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0answers
387 views

Unable to perform mail merge using Office 2013

I'm attempting to perform a mail merge on a simple contact object in Salesforce, but I'm receiving the following error: Exception: CMMHost::GenMailMerge:Exception The mail merge feature is only ...
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3answers
2k views

write if/else condition for mail merge template

Does anyone have an example of an If statement in a microsoft word mail merge template? I would like to use salutation on some of my labels but not all records have data so salesforce replaces it with ...
4
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1answer
1k views

Mail Merge Button

I'm a newbie...and am looking for direction to create a mail merge button and add it to the task page. I understand how to create a button and add to the page but need some help in creating the code ...
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0answers
303 views

Can you link related lists to mail merge objects

We are trying to create a MS word mail merge document and having an issue when trying to link related lists. We are working with Contacts, Application (custom object) and Scholarships (custom object)....
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2answers
3k views

creating Mail Merge templates with if fields

I've never had any problems with standard, non-conditional merge fields, but I can't for the life of me figure out how to insert a working if...then formula into my Mail Merge documents. I am ...
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1answer
7k views

How do you create a Mail Merge template that contains an object's custom fields?

I am trying to create a Mail Merge Template in Word 2013 for an instance in Salesforce that has Extended Mail Merge enabled. The "template" document needs to populate information from fields on the ...
2
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1answer
363 views

Changing the position of login information in password reset / New user email template

If I create a new user for my portal through my force.com site (Develop -> Sites), it triggers an email to the user with the username and password appended at the end. I have to change the position ...
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1answer
1k views

Mail merge templating functionalty rebuild for custom object

I want to build more or less the same functionality as the mail merge. I was wondering if there are any standard methods or classes that can aid me. I've made a custom object named "correspondance" ...
5
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2answers
2k views

How to generate letters in salesforce

how to generate letters in salesforce from templates, and then to print via some button (print button). I am in confusion about this. As I am confused in merge mail and generating letters. Thanks in ...
3
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2answers
1k views

Mail merge into Word template including child objects?

Is it possible to use standard Salesforce Mail Merge (with a Word template) from a Master object in a Master-Detail relationship to include information from the related Detail records, for example in ...